Archive for PROVIDE Retirement Income

John Salter, PhD, CFP, AIFA, Wealth Manager and Standby Reverse Mortgage Expert

Meet John Salter, PhD, CFP, AIFA, Wealth Manager and Standby Reverse Mortgage Expert Experience, Recognition, Background John Salter, PhD, CFP®, AIFA®, CFA, is an Associate Professor of Personal Financial Planning at Texas Tech University. Dr. Salter has been on the Texas Tech faculty since 2006. During this time he has taught numerous courses in the […]

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Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Speakers for Retirement Professional Development

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Wade D. Pfau, Ph.D., CFA, Retirement and Income Planning Speaker

Meet Wade D. Pfau, Ph.D., CFA, Retirement and Income Planning Speaker Experience, Recognition, Background Wade D. Pfau, Ph.D., CFA, RICP, is a retirement speaker and the curriculum director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services. He is also a Principal and Director […]

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Posted in: Retirement Distributions, Speakers for Retirement Professional Development

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William Meyer, Social Security Strategies and Optimal Asset Drawdown Strategies Expert

Meet William Meyer, Social Security and Optimal Asset Drawdown Strategies Expert Experience, Recognition, Background Bill Meyers is the founder of a technology and advisory firm focused on providing services to Baby Boomers and in-retirement households. They deploy differentiated retirement solutions for individuals in distribution life-stage: personalized expense and income management, and optimal asset drawdown strategies […]

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Posted in: Retirement Distributions, Speakers for Retirement Professional Development

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Betty Meredith, CFA®, CFP®, CRC®, Retirement Security for the Middle Market Advocate

Meet Betty Meredith, CFA®, CFP®, CRC®, Advocate for the Retirement Security of Middle Income Americans Experience, Recognition, Background Betty Meredith has 30 years’ experience producing application-oriented professional development, content marketing, and consumer education to help advisors, consumers, public sector retirement counselors and plan participants make informed retirement decisions.  Betty Meredith’s Retirement Expertise View a Sample […]

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Posted in: PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Ron Mastrogiovanni, Retirement Health Care Planning Expert

Meet Ron Mastrogiovanni, Retirement Health Care Planning Expert Experience, Recognition, Background Ron Mastrogiovanni brings more than 25 years of combined experience in financial services, management consulting, and high technology. Ron Mastrogiovanni’s Retirement Expertise View a Sample Presentation https://www.youtube.com/watch?v=vKk4pkwDD4Q Ron’s latest venture, HealthView Services, is an emerging industry leader offering a deployable SaaS platform that incorporates […]

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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Robert S. Keebler, CPA/PFS, MST, AEP, CGMA, Estate Tax and Retirement Distribution Planning Expert

Meet Robert Keebler, CPA, PFS, MST, AEP, Distinguished Retirement Tax Expert Experience, Recognition, Background Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP. Bob’s practice focuses on wealth preservation planning and transfer, charitable giving, retirement distribution planning, and estate administration. He frequently represents clients under audit by the IRS […]

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Posted in: PROVIDE Retirement Income, Retirement Distributions, Speakers for Retirement Professional Development

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Cindy Hounsell, JD, Women and Retirement Advocate and Expert

Meet Cindy Hounsell, JD – Women and Retirement Advocate and Expert Experience, Recognition, Background An attorney and retirement expert, Ms. Hounsell has been widely quoted in various media and publications including The New York Times, The Wall Street Journal, Forbes/PBS Next Avenue, Barrons, U.S. News and World Report, CNN, CNBC and NPR’s 1A, All Things Considered, Morning Edition and Marketplace. Ms. Hounsell also serves as Director of […]

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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development, Working in Retirement

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Mary Beth Franklin, CFP®, Social Security Claiming Strategies and Medicare Speaker

Meet Mary Beth Franklin, CFP®, Retirement Speaker on Social Security Claiming Strategies and Medicare Experience, Recognition, Background Mary Beth Franklin, CFP® is a retirement speaker who writes about the latest research and thought leadership on retirement income planning. Her most recent book, “Maximizing Social Security Retirement Benefits – Everything you need to know to get […]

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Posted in: Medical and Long-term Care, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Speakers for Client or Employee Events, Social Security, Speakers for Retirement Professional Development

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Michael Finke, PhD, Professor of Wealth Management

Meet Michael Finke, PhD, CFP®, Professor of Wealth Management Experience, Recognition, Background Michael Finke, PhD, is Professor of Wealth Management and the Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He joined The College in June 2016, having served since 2006 as a professor and PhD coordinator in the […]

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Posted in: PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Speakers for Retirement Professional Development

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Michael Falk, CFA, CRC® – Behavioral Finance and Retirement Contrarian Expert

Meet Michael Falk, CFA, CRC®, Behavioral Finance and Retirement Contrarian Expert Experience, Recognition, Background Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group (and their resident retirement contrarian). His background includes extensive asset allocation research and portfolio development expertise along with a multi-faceted understanding of behavioral finance and retirement issues. […]

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Posted in: PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Speakers for Client or Employee Events, Speakers for Retirement Professional Development

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Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income Expert

Meet Curtis Cloke, CLTC, LUTCF, RICP, Retirement Income Expert Experience, Recognition, Background Curtis Cloke is an adjunct professor for The American College of Financial Services providing expertise as a retirement income expert, trainer, and professional keynote speaker with almost 33 years of experience in financial services. In addition to his entertaining and informative main platform […]

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Posted in: Lifetime Income, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Speakers for Retirement Professional Development

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David Blanchett, Ph.D., CFA, CFP®, AIFA, Retirement Research and Income Planning Speaker

Meet David Blanchett, Ph.D. CFA, CFP®, AIFA, Retirement Research and Income Planning Speaker Experience, Recognition, Background David Blanchett, CFA, CFP®, AIFA, is the head of retirement research for Morningstar Investment Management. He is a retirement research and income planning expert who works to enhance the group’s consulting and investment services. David conducts research primarily in […]

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Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Speakers for Retirement Professional Development

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